MANCHESTER FINANCIAL INC
CRD #106071 SEC #801-37370 WESTLAKE VILLAGE, CA 805-495-4405
SEC Registered
Total AUM
$946.8M
Discretionary
$946.8M
Employees
20
Clients
251
Accounts
1,007
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $946.8M | $946.8M | $0 | 20 | 0 |
| Mar 2025 | $946.8M | $946.8M | $0 | 20 | 0 |
| Oct 2024 | $854.6M | $854.6M | $0 | 19 | 0 |
| Aug 2024 | $854.6M | $854.6M | $0 | 19 | 0 |
| Mar 2024 | $854.6M | $854.6M | $0 | 19 | 0 |
| Mar 2023 | $798.1M | $798.1M | $0 | 18 | 1 |
| Jun 2022 | $884.6M | $884.6M | $0 | 18 | 2 |
| Mar 2022 | $884.6M | $884.6M | $0 | 18 | 2 |
| Feb 2022 | $732.7M | $732.7M | $0 | 17 | 2 |
| Mar 2021 | $732.7M | $732.7M | $0 | 17 | 2 |
| Jan 2021 | $758M | $758M | $0 | 16 | 3 |
| Jun 2020 | $758M | $758M | $0 | 16 | 3 |
| Mar 2020 | $758M | $758M | $0 | 16 | 3 |
| Nov 2019 | $657.2M | $657.2M | $0 | 18 | 1 |
| Oct 2019 | $657.2M | $657.2M | $0 | 18 | 1 |
| Aug 2019 | $657.2M | $657.2M | $0 | 18 | 1 |
| Mar 2019 | $657.2M | $657.2M | $0 | 18 | 1 |
| Mar 2018 | $669.6M | $669.6M | $0 | 23 | 0 |
| May 2017 | $503.9M | $503.9M | $0 | 25 | 700 |
| Mar 2017 | $503.9M | $503.9M | $0 | 25 | 700 |
| Mar 2016 | $477.6M | $477.6M | $0 | 25 | 700 |
| Mar 2015 | $467.4M | $467.4M | $0 | 18 | 700 |
| Nov 2014 | $439.7M | $439.7M | $0 | 14 | 26 |
| Mar 2014 | $439.7M | $439.7M | $0 | 14 | 26 |
| Apr 2013 | $369.5M | $369.5M | $0 | 14 | 600 |
| Mar 2012 | $319.8M | $319.8M | $0 | 11 | 500 |
| Mar 2011 | $317.7M | $317.7M | $0 | -- | -- |
| Apr 2010 | $241.2M | $241.2M | $0 | -- | -- |
| Mar 2009 | $227.7M | $227.7M | $0 | 10 | -- |
| Mar 2008 | $253.5M | $253.5M | $0 | 10 | -- |
| May 2007 | $246.7M | $246.7M | $0 | 10 | -- |
| Mar 2007 | $246.7M | $246.7M | $0 | 10 | -- |
| Mar 2006 | $206.3M | $206.3M | $0 | 10 | -- |
| Sep 2005 | $179.7M | $179.7M | $0 | 10 | -- |
| Apr 2004 | $131.9M | $131.9M | $0 | 5 | -- |
| Mar 2002 | $77.8M | $77.8M | $0 | 5 | -- |
| Sep 2001 | $59.4M | $59.4M | $0 | 5 | -- |
DateSep 2025
Total AUM$946.8M
Discretionary$946.8M
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$946.8M
Discretionary$946.8M
Non-Disc.$0
Employees20
Clients0
DateOct 2024
Total AUM$854.6M
Discretionary$854.6M
Non-Disc.$0
Employees19
Clients0
DateAug 2024
Total AUM$854.6M
Discretionary$854.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2024
Total AUM$854.6M
Discretionary$854.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$798.1M
Discretionary$798.1M
Non-Disc.$0
Employees18
Clients1
DateJun 2022
Total AUM$884.6M
Discretionary$884.6M
Non-Disc.$0
Employees18
Clients2
DateMar 2022
Total AUM$884.6M
Discretionary$884.6M
Non-Disc.$0
Employees18
Clients2
DateFeb 2022
Total AUM$732.7M
Discretionary$732.7M
Non-Disc.$0
Employees17
Clients2
DateMar 2021
Total AUM$732.7M
Discretionary$732.7M
Non-Disc.$0
Employees17
Clients2
DateJan 2021
Total AUM$758M
Discretionary$758M
Non-Disc.$0
Employees16
Clients3
DateJun 2020
Total AUM$758M
Discretionary$758M
Non-Disc.$0
Employees16
Clients3
DateMar 2020
Total AUM$758M
Discretionary$758M
Non-Disc.$0
Employees16
Clients3
DateNov 2019
Total AUM$657.2M
Discretionary$657.2M
Non-Disc.$0
Employees18
Clients1
DateOct 2019
Total AUM$657.2M
Discretionary$657.2M
Non-Disc.$0
Employees18
Clients1
DateAug 2019
Total AUM$657.2M
Discretionary$657.2M
Non-Disc.$0
Employees18
Clients1
DateMar 2019
Total AUM$657.2M
Discretionary$657.2M
Non-Disc.$0
Employees18
Clients1
DateMar 2018
Total AUM$669.6M
Discretionary$669.6M
Non-Disc.$0
Employees23
Clients0
DateMay 2017
Total AUM$503.9M
Discretionary$503.9M
Non-Disc.$0
Employees25
Clients700
DateMar 2017
Total AUM$503.9M
Discretionary$503.9M
Non-Disc.$0
Employees25
Clients700
DateMar 2016
Total AUM$477.6M
Discretionary$477.6M
Non-Disc.$0
Employees25
Clients700
DateMar 2015
Total AUM$467.4M
Discretionary$467.4M
Non-Disc.$0
Employees18
Clients700
DateNov 2014
Total AUM$439.7M
Discretionary$439.7M
Non-Disc.$0
Employees14
Clients26
DateMar 2014
Total AUM$439.7M
Discretionary$439.7M
Non-Disc.$0
Employees14
Clients26
DateApr 2013
Total AUM$369.5M
Discretionary$369.5M
Non-Disc.$0
Employees14
Clients600
DateMar 2012
Total AUM$319.8M
Discretionary$319.8M
Non-Disc.$0
Employees11
Clients500
DateMar 2011
Total AUM$317.7M
Discretionary$317.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$227.7M
Discretionary$227.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$253.5M
Discretionary$253.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$246.7M
Discretionary$246.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$246.7M
Discretionary$246.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$206.3M
Discretionary$206.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees5
Clients--